Financial Advice - Bowman Financial, Sue Bowman, Cincinnati area, keeps clients' financial objectives in focus, offering management of retirement planning, stocks, mutuals funds, bonds, asset management, annuities, life insurance and more...

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The investment climate has never been more exciting or more challenging than it is today!

To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.

By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, we maintain constant commitment to serve our clients first.

We differentiate ourselves by working with you like a partner to help desired financial outcome and financial stability in your future. Our experience, focus, flexibility, commitment, credentials, customer service and proven results will set the directions for your investment success.

Worried About the Affect of Recession?

We will work with you to find the best plan to work toward your goals and help you to choose investments that will work for you today and tomorrow.

Your success is our future!
Calculators

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Disability Income Insurance

How much Disability Income Insurance do you need?

Lease Interest

What's the interest rate on the lease you're considering?

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Newsletters

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

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